AI Trade Coach
The AI Trade Coach is a coaching panel inside the CleaRank Trading Simulator, powered by CleaRank Financial AI. It reads your current context, including your open positions, live stats, and the account you are trading, so its answers use your actual numbers. This guide covers opening the coach, the quick prompts, and the kinds of questions it can answer.
Opening the coach
Coaching shows up in two places, and each one reads a different slice of your data. In the Trading Simulator it works from your practice account and your open positions. In the Trade Journal it works from the trades you have logged.
In the Trading Simulator
A floating round button sits in the lower corner of the workspace, labeled AI Trade Coach. Selecting it opens a side panel headed AI Trade Coach. The panel header carries an expand button, a clear-conversation button and a close button.
Directly under the header is a row labeled COACH READS with an account selector. Its tooltip reads “Choose which simulator the coach reads and trades on”. That row matters when you keep more than one simulator account: the coach answers about, and can act on, the account named there and no other. Switch it before you ask, not after.
Beneath the selector is a live strip for the position you have selected. It shows the symbol, the asset type, the side and a LIVE unrealized profit and loss figure, then QTY, ENTRY, SL, TP, R:R and the account EQUITY. Fields you have not set show a dash, which is itself informative: an SL of dash means the position has no stop on it.
The panel opens with four suggestion cards, each carrying an example question:
- Live prices, for example “how much is AMZN?”
- Risk-based sizing, for example “size a 1% risk long in TSLA”
- Stops off real ATR, for example “where’s my stop on this?”
- Portfolio review, for example “what’s my exposure?”
Below the cards are four quick pills: “Where should my stop go?”, “Realistic target?”, “Rate my position” and “Move stop to BE?”.
In the Trade Journal
The journal header carries a button labeled Ask Coach, sitting next to the Export button. It opens a slide-out panel headed AI Coach.
The opening message names what the coach can see, in this form: “I can see your full journal: 25 trades, win rate, per-setup performance, active rules. Ask me anything.” The trade count is your own, so it tells you at a glance how much history the answers are drawing on.
Below the message are six quick prompt chips: “Review my performance”, “Best vs worst setup”, “Am I disciplined?”, “Next 30 days”, “What is R-multiple?” and “How does this work?”.
An example exchange
The exchange below is an illustration written for this guide. It is not a transcript, and it is not a promise of what the coach will say. What comes back depends on your account, your position and the market at the time.
You: Where should my stop go?
Coach: You are long 40 TSLA from 248.10, and this position has no stop set. Recent daily range on TSLA has been running about 6.20 a share, so a stop roughly 1.5 times that below your entry sits near 238.80. That is 9.30 of risk per share, 372 on 40 shares, or 0.74% of your 50,000 equity. If you would rather give the trade more room, take size off to keep the money risk flat: at a 12.00 stop distance, 31 shares holds you near the same 372. Worth confirming in the Position Size Calculator before you place it.
Notice what makes that answer worth reading. It names the position instead of talking in general terms, it derives the level from recent volatility rather than a round number, it states the risk in money and as a percent of the account, and it points out the tradeoff that a wider stop needs a smaller size to keep the risk the same. It is still teaching material, not advice, and the decision stays yours.
What the coach can see
When you ask a question, the coach reads the current state of your simulator: your open positions with their live figures, your account metrics, and your performance stats. That context is what makes the difference between “position sizing is usually 1-2% of the account” and an answer grounded in the position you actually have on.
Quick prompts
The panel offers quick prompts, one-tap questions for the moments practice traders actually face, so you do not have to compose a question from scratch. Typical uses:
- Reviewing your current open positions and what stands out about them.
- Sanity-checking the risk on a trade you are about to place.
- Asking what your recent stats suggest you should work on.
You can also type any question in your own words.
Risk math you can trust
Sizing and risk questions, “how much is 1% of my account,” “what size fits this stop distance,” “what is my R:R here”, come back with exact numbers. CleaRank works the arithmetic out from your live account data and the coach reads those figures back to you, so the numbers are calculated by CleaRank rather than written by the AI, and they are exact. For standalone versions of the same math, see the Position Size Calculator and the Risk & Reward Calculator.
Getting good answers
- Ask about what is on. The coach is strongest when the question matches its context: your positions, your stats, the trade on your ticket.
- Be specific. “Is the risk on my TSLA position in line with 1% of my account?” beats “is this trade good?”, specific questions get specific, checkable answers.
- Use it as a debrief partner. After a session, ask what your Performance stats say about your last trades. The point of coaching is the review loop, not predictions.
- Clear the chat for a fresh start. Clearing the conversation wipes what the coach is working from, useful when you switch to a completely different question.
Coach limits and plan quotas
AI features on CleaRank are metered per day by plan tier, so heavy coaching sessions may reach a daily fair-use limit. The panel tells you when a limit is reached, and the quota resets the next day. What you get depends on your plan:
- Pro. 30 CleaRank Financial AI requests a day, shared by the AI Trade Coach and every other AI feature. The Free plan does not include the coach.
- Unlimited. No set daily limit on the AI Trade Coach or any other AI feature, subject to fair use.
Persistent memory
The coach has persistent memory on Pro and Unlimited. It remembers your earlier conversations and that background carries between sessions: you can come back next week, ask a follow-up, and not have to re-explain your account, your rules and your open positions before you get a useful answer.
See Plans and Billing for the full picture of how AI usage varies by plan.
Frequently asked questions
Can the AI Trade Coach place trades for me?
No. The coach reads your context and answers questions, but every order in the simulator is placed by you through the order ticket. It is a coach, not an autopilot.
Which simulator account does the coach read?
The one named in the COACH READS row at the top of the panel. If you keep more than one simulator account, switch it there first, because the coach answers about that account and no other.
Are the sizing numbers the coach gives reliable?
Yes. The sizing and risk figures are calculated by CleaRank from your live account data and then quoted back to you by the coach, rather than written by the AI, so they are exact. The judgment about whether to take a trade remains yours.
Is the coach financial advice?
No. It is an educational feature for practicing in the simulator with a virtual practice balance. Nothing it says is a recommendation to buy or sell anything in real markets.
Why did the coach stop answering?
AI features are metered per day by plan. If you hit your daily limit, the panel says so and the count resets the next day. Pro includes 30 CleaRank Financial AI requests a day, shared across the coach and every other AI feature. Unlimited has no set daily limit, subject to fair use.
Does the coach remember my previous conversations?
Yes, on Pro and Unlimited. The coach has persistent memory, so what you discussed carries between sessions and you can ask a follow-up next week without re-explaining your account, your rules and your open positions. Clearing the chat gives you a blank slate on any plan.
Try it yourself
Open a practice position and ask the coach what it sees.
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CleaRank tools are for education and analysis. Nothing in this guide is financial advice.